Poonam Kumari
Noida
Summary
A results-driven Senior Project Manager and Business Analyst with a strong background in financial services, specializing in end-to-end project delivery and transformation initiatives. Extensive experience in leading large-scale projects, leveraging Agile and Waterfall methodologies to optimize processes and achieve strategic business goals. Proven expertise in business analysis, data integration, change management, and technology implementation, with notable roles in Barclays India, Bank of America, Citibank India, and BlackRock Aladdin. Skilled in aligning cross-functional teams, managing stakeholders, and ensuring timely delivery of projects within scope and budget. Strong analytical, problem-solving, and leadership skills with a commitment to driving innovation and continuous improvement.
Overview
2025
2025
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Assistant Vice President – Projects & Transformation (LEAD BA)
Barclays India
1 2021 - Current
- Lead the India Lead for Ops Readiness and Transformation for Barclays Wholesale Lending, overseeing the transition of high-value deals from ACBS to Loan IQ
- Directed cross-functional teams in project scope definition, resource mapping, and risk analysis, ensuring timely delivery of transformation initiatives
- Spearheaded data migration activities and validated process flows, driving the successful integration of legacy systems into new technology platforms
- Collaborated with multiple stakeholders, including Ops/Tech partners, to develop business requirements, identify process enhancements, and support data-driven decision-making
- Utilized Jira and Confluence to streamline project tracking, issue resolution, and team collaboration, achieving greater transparency and productivity
Project Manager (F&O Funding- Collateral Management)
Bank of America
02.2018 - 01.2021
- Managed end-to-end delivery of complex financial projects in the collateral management space, aligning project milestones with business strategies
- Applied Agile methodologies to enhance project delivery speed and adaptability, resulting in a reduction of project timelines by 30%
- Conducted in-depth business analysis, gap analysis, and stakeholder interviews to define clear project objectives and deliverables
- Led cross-functional teams to execute project plans, monitor risk, and address emerging challenges in a proactive manner
Business Architect Manager (MO- Derivatives)
Citi India Pvt Ltd
07.2015 - 01.2018
- Promoted standardization across departments by developing reusable architectural components that could be easily integrated into various business processes.
- Orchestrated and optimized Derivatives Middle office operations including Confirmation and Settlements resulting in streamlined process and improved efficiency.
- Partnered with stakeholders to build business cases and created portfolio proposals to achieve outcomes.
- Directed and led documentation of business requirements, functional specifications, and other client deliverables.
- Developed and maintained comprehensive project documentation, including Project Charters, Status reports and risk assessments, ensuring clarity, accountability and effective Project management.
- Proactively identified Projects risks and issues implementing mitigations strategies to minimize disruptions and ensure successful Projects outcomes.
Team Lead (Senior BA and Project Co-Ordinator)
BlackRock India
08.2012 - 06.2015
- Led the successful implementation of an Initial Margin Independent validation work model for ETD products resulting in Margin calculation.
- Implemented a CCP model to comply with legal requirements for trading IRS/ CDS through a single platform, streamlining operations and reducing risk.
- Developed and implemented an automated tool for Initial margin validation for CCP operational processes, reducing manual effort and improve accuracy.
- Collaborated closely with developers in overall designing, testing and deployment of the Master Recon tool (MRT) globally, enabling efficient Variation Margin exceptions reconciliation.
- Actively involved in BLK Aladdin implementation with 3rd party providers and systems.
- Successfully delivered trade mapping/ integration projects into 3rd party systems, ensuring seamless data flow and accurate trade processing.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
- Established clear performance metrics for the team which helped in tracking progress towards set targets effectively.
- Conducted regular progress reviews with individual team members to identify areas for improvement and provide guidance on career development opportunities.
- Managed risks and mitigated potential issues through proactive planning, monitoring, and timely decision making.
- Led cross-functional teams for successful project execution while maintaining strong collaboration among team members.
Education
BBA - Finance
Bangalore University
04.2001 -
Skills
Project Management
Certification
Certified Scrum Master (CSM)
Accomplishments
- Successfully led the migration of Barclays’ commercial lending data from legacy systems to Loan IQ, enhancing operational efficiency and data accuracy.
- Reduced project delivery time by 30% through the implementation of Agile practices and iterative development strategies at Bank of America.
- Drove a significant increase in project success rates by standardizing project management processes and adopting industry best practices.
Affiliations
- Member, Project Management Institute (PMI)
- Active participant in Agile and Business Analysis forums
References
Available upon request.
Timeline
Project Manager (F&O Funding- Collateral Management)
Bank of America
02.2018 - 01.2021
Business Architect Manager (MO- Derivatives)
Citi India Pvt Ltd
07.2015 - 01.2018
Team Lead (Senior BA and Project Co-Ordinator)
BlackRock India
08.2012 - 06.2015
BBA - Finance
Bangalore University
04.2001 -
Certified Scrum Master (CSM)
Project Management Professional (PMP)
Assistant Vice President – Projects & Transformation (LEAD BA)
Barclays India
1 2021 - Current
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